Geometric Wealth Advisors American Centy ETF Tr Avantis Transaction History
Geometric Wealth Advisors
- $614 Million
- Q2 2025
A detailed history of Geometric Wealth Advisors transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geometric Wealth Advisors holds 387,561 shares of AVUS stock, worth $42 Million. This represents 6.37% of its overall portfolio holdings.
Number of Shares
387,561
Previous 250,323
54.82%
Holding current value
$42 Million
Previous $23.1 Million
68.97%
% of portfolio
6.37%
Previous 4.12%
Shares
9 transactions
Others Institutions Holding AVUS
# of Institutions
511Shares Held
77.6MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$405 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$376 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$329 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$284 Million8.09% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$245 Million9.89% of portfolio